Private
Client

We provide investment planning and advisory services and build customized tax- and fee-conscious investment portfolios for professionals, business owners, families and individuals.


Our Approach

Our team acts as a fiduciary on behalf of our clients. We work with you to compile your financial information (assets, liabilities, income, risk tolerance, taxes) and learn about your goals, expectations and concerns. These insights help us model your financial life and inform an asset allocation and investment plan that accounts for your current lifestyle and future ambitions. We will also collaborate with your attorney, accountant and other professional service providers to deliver the clearest picture of the financial health of your family, estate and business.


Portfolio Construction

Using your goals and the resources of our investment team, we will construct a custom portfolio following a philosophy that seeks long-term returns by capturing growth opportunities in positive environments, while minimizing drawdowns in market declines.


Maya Bittar, CFA®
Disciplined Equity Portfolio Manager/Analyst
Dave Geisler
Disciplined Equity Portfolio Manager/Analyst
Steve Cherrier, CFA®
Insurance Portfolio Manager
Courtney Dean
Director of Client Relations
William Fain
Insurance Portfolio Manager
David Hottmann, CFA®
CPA, Portfolio Manager
Alyssa Johnson
Insurance Investment Analyst
Bob Lindner
Director of Credit Union Business Development
Jeffrey Matthias, CFA®, CIPM®
Portfolio Manager
Donald Miller, CFA®
Head of Insurance Solutions, Insurance Portfolio Manager
Patrick Ryan, CFA®
Head of Multi-Asset Solutions, Portfolio Manager

Maya Bittar, CFA®

Disciplined Equity Portfolio Manager/Analyst
Contact

Maya, CFA, specializes in customized portfolio management for Madison’s high net-worth relationships. Maya also serves on our Customized Solutions team working with Insurance Asset Management. Maya began her career at First Wisconsin Bank (U.S. Bank) in 1986. After her early years in credit analysis, Maya moved to the investment business. From 1993 to 1998, Maya co-managed the Firstar Growth & Income Fund. Subsequent to her time at Firstar, Maya worked at Wellington Management Company for sixteen years as a portfolio manager on several strategies including Core Equity, Strategic Growth and Focused Equity. In addition to portfolio management, her role included fundamental research and client service. Prior to joining Madison in 2018, Maya served as a multi-sector analyst on the global equity team at Artisan Partners, LLC., focusing on companies in the United States, Europe and Japan. Maya holds a BBA (Accounting), an MBA (International Business) and an MS (Finance) from the University of Wisconsin-Madison including participating in the Applied Security Analysis Program.

Dave Geisler

Disciplined Equity Portfolio Manager/Analyst
Contact

Dave specializes in customized portfolio management for Madison’s private client relationships. Dave also serves on our Customized Solutions team working with Insurance Asset Management. Dave has been working in the financial services industry since 2004 and prior to joining Madison, he worked at Lateef Investment Management, Artisan Partners and Cowen and Company. Dave graduated from University of California, San Diego with a BA in Economics, Highest Distinction, and an MBA from University of California, Berkeley with certificates in Management of Technology, and Entrepreneurship.

Steve Cherrier, CFA®

Insurance Portfolio Manager
Contact

Steve, CFA, has over 35 years investment management experience in managing insurance company, bank and trust fixed income portfolios. For the past 24 years he was the Chief Investment Officer for Blue Cross Blue Shield of North Carolina, where he managed over $4 billion in assets. He has considerable experience in insurance company asset allocation, risk analysis, regulatory and total return management. He holds a BS degree in Finance from St. Cloud University and holds the CFA designation. Steve has served as an officer and board member in the North Carolina Financial Analyst Society and President of the BCBSNC Credit Union.

Courtney Dean

Director of Client Relations
Contact

Courtney is Director of Client relations, responsible for managing and developing Madison’s key institutional relationships. Previously, Courtney was a founding principal of an international equity boutique investment management firm, and prior to that was a national account manager in third-party distribution for Lazard Asset Management. She has a B.A. from Colgate University and an MBA from New York University’s Stern School of Business. She has been in the investment management industry for over 20 years. After many years in New York, she now resides in St. Louis.

William Fain

Insurance Portfolio Manager
Contact

Bill joined Madison Scottsdale in 2002 and brings almost three decades of experience managing taxable and tax-advantaged portfolios for insurance companies. He holds a BS in Finance from the University of Rhode Island and an MBA in Finance from Michigan State University. Bill previously held the position of Vice President of Portfolio Management at a large, multi-line insurance consortium where he managed various affiliated company and external insurance client portfolios and spent several years prior to that managing the treasury operations for a regional property and casualty insurance company.

David Hottmann, CFA®

CPA, Portfolio Manager
Contact

David, CFA, serves as a portfolio manager for Madison’s Multi-Asset Solutions Team, Multi-Asset Portfolios and the Madison target allocation funds. David has been working in the financial services industry for over 25 years; he joined Madison in 2009. He earned his BBA in accounting & finance from the University of Wisconsin-Madison. David is a member of the Investment Strategy Committee.

Alyssa Johnson

Insurance Investment Analyst
Contact

Alyssa joined the Madison Investments organization in 2003 and serves as an insurance portfolio analyst for the Madison Fixed Income Team. Alyssa also supports the financial analysis process of our insurance company clients in the development of their investment strategy and serves as the statutory investment accounting and reporting liaison for the firm. Alyssa holds a B.S. in Business Management from Arizona State University. She began her insurance career with Marsh & McClennan where she focused on large commercial and industrial projects.

Bob Lindner

Director of Credit Union Business Development
Contact

Bob is Director of Credit Union Business Development. He has more than 20 years of industry experience. Prior to joining Madison, he was Director of Managed Accounts at CUNA Mutual Group. Bob was also responsible for Investment Advisory Services at MEMBERS Capital Advisors. He holds a BBA in Marketing from University of Wisconsin and an MBA from Edgewood College and is FINRA registered.

Jeffrey Matthias, CFA®, CIPM®

Portfolio Manager
Contact

Jeff, CFA, CIPM, serves as a portfolio manager and analyst for Madison’s Fixed Income Team, specializing in tax-exempt municipal bond portfolios. Jeff has been working in the financial services industry since 1987 and joined Madison in 2011. He earned his B.S. in finance from the University of Wisconsin-Platteville and his MBA in finance from the University of Wisconsin-Whitewater.

Donald Miller, CFA®

Head of Insurance Solutions, Insurance Portfolio Manager
Contact

Don, CFA, joined our firm with over 20 years of insurance company and bank investment management experience. Mr. Miller managed both the fixed income and equity portfolios for Illinois Mutual Life Insurance Company for 15 years prior to joining Madison Scottsdale. He also previously served as an investment officer and portfolio manager for Bank One Investment Advisors in Central Illinois. Don currently holds the CFA designation and has an MBA from Bradley University in addition to his undergraduate degree in Finance from Creighton University and a General Banking degree from the University of Illinois.

Patrick Ryan, CFA®

Head of Multi-Asset Solutions, Portfolio Manager
Contact

Patrick, CFA, serves as a portfolio manager for Madison’s Multi-Asset Solutions Team, Multi-Asset Portfolios and the Madison target allocation funds. Patrick has been working in the financial services industry since 2000 and joined Madison in 2009. He earned his BBA in finance from the University of Wisconsin-Madison.

“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”), which also includes the Madison Scottsdale office. Hansberger Growth Investors, L.P. or “HGI” is an affiliate of “Madison Investments.” MAM, MIA and HGI are registered as investment advisers with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer, and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison’s toll-free number is 800-767-0300.

Any performance data shown represents past performance. Past performance is no guarantee of future results.

Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate.

This website is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.